# Task Templates ### Overview Templates allow you to streamline and speed up creating tasks, that managers can select easily. {% hint style="info" %} **Note**: Templates are especially helpful when you have a recurring process that you keep creating tasks for ex. grants, funding, payroll {% endhint %}

Create templates for various repeating processes & tasks

### Create a Task Template **Step 1**: Go to your Space/Project `Settings` menu via ⚙️ and click on `Templates`. Then, under `Task Templates`, click on `New Template.`

Go to Templates under space/project Settings and click New Template

**Step 2**: You will see a pop-up where you can fill in the template name, and also description prompts you would like contributors to fill out as part of this template.

**Step 3**: After filling in the details click on `Save Template`.

Update the task details and click Save Template

{% hint style="success" %} Success! You will now see the the new template listed under `Task Templates` in your space/project settings, with options to `Create task from template`, `Edit` and `Delete`. {% endhint %}

Repeat the process for each template needed

### Use a Template for your Tasks **Step 1**: Click `+` to create a new task

**Step 2**: In the pop-up that appears, click on `Template` in the top-left corner and select the template you would like to use

**Step 3**: You will now see the template details pre-filled in your task. Update the title (if needed), fill in the remaining details, and then click `Create`.

Template content & settings pre-filled in the task

{% hint style="success" %} Success! You've created a task using a template in just a few clicks {% endhint %}

Final task with updates to the template!

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